enterprise & project governance - calpers · 2017-05-10 · enterprise & project governance...

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Item 11, Attachment 1, Slide 1

Enterprise & Project

Governance

Item 11, Attachment 1, Slide 2

Governance

2

Enterprise & Project Governance

Item 11, Attachment 1, Slide 3

Governance Levels

3

Enterprise & Project Governance

Item 11, Attachment 1, Slide 4

Governance Levels

4

Enterprise & Project Governance

Enterprise

Programs

Business

Intelligence

Pension

& Health Investments

Information

Technology

Security

Item 11, Attachment 1, Slide 5

Governance Levels

5

Enterprise & Project Governance

Item 11, Attachment 1, Slide 6

Governance Levels

6

Enterprise & Project Governance

Item 11, Attachment 1, Slide 7

Governance Levels

7

Enterprise & Project Governance

Item 11, Attachment 1, Slide 8

Governance Lifecycle

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Enterprise & Project Governance

Item 11, Attachment 1, Slide 9

9

Enterprise Governance

30-40 Concepts 7-10 Proposals 3-5 Projects

Item 11, Attachment 1, Slide 10

Governance Lifecycle

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Enterprise & Project Governance

Item 11, Attachment 1, Slide 11

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Enterprise & Project Governance

Item 11, Attachment 1, Slide 12

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Enterprise & Project Governance

Project Oversight

Sponsor

• Business & IT

Project Director

• Business & IT

Governance

• Scope,

Schedule, Cost

• Organization Readiness

• Risk Mitigation

• Issues

Project

Manager

Steering

Committee

Item 11, Attachment 1, Slide 13

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Enterprise & Project Governance

Project Governance

Item 11, Attachment 1, Slide 14

14

IT Governance Team Roles

Key Governance

Decisions

Item 11, Attachment 1, Slide 14

Item 11, Attachment 1, Slide 15

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Enterprise & Project Governance

Dashboard & Quarterly Report

Item 11, Attachment 1, Slide 16

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Enterprise & Project Governance

Post-Implementation Lifecycle

Item 11, Attachment 1, Slide 17

my|CalPERS Functional

Optimization Governance

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Enterprise & Project Governance

Item 11, Attachment 1, Slide 18

my|CalPERS Optimization

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Item 11, Attachment 1, Slide 19

Objectives

2011 - 14 2015 - 18 2018 - xx Optimization Goals

Improve Customer Service (faster benefit payments, noticeable gain in service levels)

Reduce Risk (less chance of errors, increased compliance)

Realize Operational Efficiencies (reduce temporary resources, reduce overtime expenses)

Streamline Processes (reduce manual errors, save time on cases)

Optimization Targets

Actuarial

Fiscal

Customer Support

IT System Foundation

Contracts & Contributions

Health

Pension

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Item 11, Attachment 1, Slide 20

Initiative Allocations

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Item 11, Attachment 1, Slide 21

Operational Efficiencies Initiatives include: Vendor Bank Rejects Automation, Final Compensation

Calculation, Redesign Medicare Processes, Replacement Benefit Plan

Cost Savings

Risk Reduction

Improved Customer Service

Streamlined Business Process

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Item 11, Attachment 1, Slide 22

Program Directives

Initiatives include: Single Medicare Payer, Interest Payments, Accounts

Receivable Projections, MSS Retirement Options Simplification,

Enrollment Recertification

Cost Savings - $21M annually

Risk Reduction

Reduced Complexity

Improved Customer Service

22

Item 11, Attachment 1, Slide 23

Initiatives include: Online Health Statements, Employer Accounts

Receivable Tracking, Modification of Life Option Beneficiary, MSS

Home Page Enhancements

Online Services

Cost Savings - $1M annually

Risk Reduction

Improved Customer Service

Streamlined Business Process

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Item 11, Attachment 1, Slide 24

Technical Optimization

Initiatives include: Light Weight Task Manager, Business Rules Engine

Replacement, Data Integrity

Cost Savings - $5M one-time and $1M annually

Knowledge Transfer

Reduction in consultants

Blended Teams

System simplification

Enhanced sustainability

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Item 11, Attachment 1, Slide 25

Complete analysis, design, coding, and testing of initiatives that will

implement in FY 2017-18

Deploy remaining initiatives over the next seven my|CalPERS releases

Project is scheduled to end June 30, 2018

Assess future needs

Next Steps

25

Item 11, Attachment 1, Slide 26

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Enterprise & Project Governance

Post-Implementation Lifecycle

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